Job Description
Paraplanner
Location: Farnborough / Remote- 1 day a month in the Farnborough office
Salary: £45,000-£55,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
Analyse FactFinds and meeting notes to ensure completeness and compliance.
Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
Liaise with providers to obtain accurate policy information.
Ensure all documentation is complete and compliant for proces...
Location: Farnborough / Remote- 1 day a month in the Farnborough office
Salary: £45,000-£55,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
Analyse FactFinds and meeting notes to ensure completeness and compliance.
Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
Liaise with providers to obtain accurate policy information.
Ensure all documentation is complete and compliant for proces...